Jared Pendeil O'NEal

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley
  Federal Way, WA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1997-09-17 → 2009-06-01
  Citigroup Global Markets Inc.
  Federal Way, WA
  Federal Way, WA

Other Businesses

1. PENDELL RANCH; GRAND COULEE, WA; 50% OWNER; PASTURE CATTLE; 1/2 HOUR PER MONTH-NO TIME DEVOTED DURING NORMAL BUSINESS HOURS * 436641 - High Seas Storage LLC; Investment related Yes; Tacoma, WA; Real Estate; Partner; (proprietor, partner, officer, director, employee, trustee, agent); May, 2021; During business hours: 0; After business hours: 4; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-14
• S63 Uniform Securities Agent State Law Examination
  1997-07-10

Other Names

• Jared Pendeil Oneal